Texas Instruments stock ticks up as chipmakers rally

New York, Jan 9, 2026, 14:59 EST — Regular session

Texas Instruments stock (TXN.O) rose about 1% to $190.24 in afternoon trading on Friday.

Chipmakers led the gains, with the Philadelphia Semiconductor Index — a gauge of major U.S. chip stocks — up 2.6%, helping lift the S&P 500 to a record high. Broadcom gained 3.7% and Lam Research jumped 8% after Mizuho lifted its price target; “investors are getting granular and picking the winners and losers in terms of sub-themes and individual names,” said Zachary Hill, head of portfolio management at Horizon Investments. (Reuters)

A Labor Department report showed U.S. payroll growth slowed in December, with nonfarm payrolls rising 50,000 and the unemployment rate dipping to 4.4%, keeping the focus on the Fed’s next move and its Jan. 27-28 meeting. (Reuters)

Overseas, Taiwan Semiconductor Manufacturing Co said fourth-quarter revenue rose about 20% from a year earlier and beat forecasts, adding another tailwind for chip sentiment. The company is due to report full quarterly earnings on Jan. 15. (Reuters)

Texas Instruments designs and sells analog and embedded semiconductors used in industrial and automotive equipment, among other markets, the company says. (Texas Instruments)

Investors will use TI’s next results to see whether it lands inside its latest outlook: in October it forecast fourth-quarter revenue of $4.22 billion to $4.58 billion and profit of $1.13 to $1.39 per share, below Wall Street estimates, as tariff uncertainty hung over the analog-chip cycle. (Reuters)

But the calendar is loaded. U.S. consumer price data is due on Jan. 13 and the Supreme Court is set to deliver its verdict on the legality of President Donald Trump’s tariffs, two events that could swing rates and risk appetite quickly. (Reuters)

Texas Instruments will webcast its fourth-quarter and year-end 2025 earnings conference call on Jan. 27 at 3:30 p.m. Central time, with CEO Haviv Ilan and CFO Rafael Lizardi scheduled to speak. That call is the next clear catalyst for TXN. (Texas Instruments)

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